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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-19 |
| TX | RA | APPROVED | 2026-05-19 |
| WA | RA | APPROVED | 2026-05-19 |
Branch Locations
5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 03/2026 | Present |
| Unemployed | Hillsboro | OR | 12/2025 | 03/2026 |
| Allstate | Northbrook (Working Remotely In Oregon) | IL | 01/2023 | 11/2025 |
| National General Insurance | Winston-Salem | NC | 03/2018 | 12/2022 |
| One Main Financial | Portland | OR | 07/2017 | 03/2018 |
| Always On It | Hillsboro | OR | 08/2016 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-19 |
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